TITLE

Many Estate Planning Strategies Provide Benefits in Low-Interest-Rate Environment

AUTHOR(S)
Gardner, Randy; Welch, Julie; Daff, Leslie
PUB. DATE
October 2008
SOURCE
Journal of Financial Planning;Oct2008, Vol. 21 Issue 10, p44
SOURCE TYPE
Academic Journal
DOC. TYPE
Editorial
ABSTRACT
The authors reflect on the impact interest rates have on people's investment choices. The impact that changes in interest rates have on several different types of investments are discussed, including charitable lead annuity trusts (CLATs), grantor retained annuity trusts (GRATs) and intentionally defective grantor trusts (IDGTs).
ACCESSION #
34839164

 

Related Articles

  • Inferring interbank loans and interest rates from interbank payments - an evaluation. Akram, Q. Farooq; Christophersen, Casper // Norges Bank: Working Papers;2013, Issue 26, preceding p1 

    We investigate whether overnight interbank loans and interest rates can be reliably inferred at the market and bank level from central banks' interbank payments data. We identify overnight loans and interest rates among interbank payments for 11 banks in Norway and compare them with the actual...

  • Room for investment. Clarke, Phil // Money Marketing;9/2/2010, p40 

    The article discusses the factors to consider to overcome the low interest rates and fluctuating stockmarkets including the contribution of property to State Authorities Superannuation Scheme (SSAS) and self-invested personal pension (Sipp).

  • Views From Abroad. Freitas, Lewis P. // Journal of Accounting, Auditing & Finance;Spring82, Vol. 5 Issue 3, p270 

    The article discusses the confusion among the accounting and business sectors over the interpretation of high market rates of interest. According to the Fisher effect, a theory on interest rates developed by Irving Fisher in the 1930s, market or nominal interest rates should equal the sum of the...

  • Dividends help offset volatility.  // Dow Theory Forecasts;6/18/2007, Vol. 63 Issue 25, p1 

    The article reports on the performance of the U.S. stock market. Fueled by a strong global economy, threats of rising interest rates and inflation has been decreased. Furthermore, many believed that one way to deal with volatile markets is to make sure your portfolio includes dividend- paying...

  • Rate Roller Coaster Has Lost Its Safety Bar. Davenport, Todd // American Banker;10/20/2003, Vol. 168 Issue 201, p7 

    The volatility of long-term interest rates over the past four months has decreased under bank earnings. Banks took advantage of falling rates during the past year to sell securities in their available-for-sale portfolios--typically mortgage-backed securities--and lock in the gains to supplement...

  • Inflation and output in New Keynesian nnodels with a transient interest rate peg. Carlstrom, Charles T.; Fuerst, Timothy S.; Paustian, Matthias // Bank of England Quarterly Bulletin;2012 3rd Quarter, Vol. 52 Issue 3, p250 

    The article investigates the effects of an unconditional lowering of the nominal interest rate for an extended period of time in a model with infrequent price adjustment.

  • An empirical examination of the Post Keynesian view of forward exchange rates. Moosa, Imad A. // Journal of Post Keynesian Economics;Spring2004, Vol. 26 Issue 3, p395 

    This paper examines the Post Keynesian proposition that the forward rate is determined by covered interest parity and that it is not a predictor of the future spot rate, as suggested by the unbiased efficiency hypothesis. One implication of the failure of unbiased efficiency is that it leads to...

  • Testing of Real Exchange Rate - Real Interest Rate Differential Relationship in Serbia-EMU Case. Petrović, Predrag // Industry / Industrija;2013, Vol. 41 Issue 4, p111 

    The goal of this study is to investigate whether there are empirical proofs for sustainability of real exchange rate - real interest rate differential relation in Serbia -- EMU case for the period between January 2007 and May 2012. Theoretical relation has been derived by combining uncovered...

  • Comments and Discussion. Weiss, Laurence // Brookings Papers on Economic Activity;1984, Issue 1, p243 

    This article comments on the article Do Long-Term Interest Rates Overreact to Short-Term Interest Rates?, by N. Gregory Mankiw and Lawrence H. Summers which was published in the January 1984 issue of the journal Brookings Papers on Economic Activity. Mankiw and Summers reexamine the evidence...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics